SES AI
SES
About: SES AI Corp is a developer and manufacturer of high-performance, AI-enhanced Lithium-Metal (Li-Metal) and Lithium-ion (Li-ion) rechargeable battery technologies for electric vehicles (EVs), Urban Air Mobility (UAM), drones, robotics, Battery Energy Storage Systems (BESS) and other applications. It includes Software and Hardware products that are EV, UAM, Drone, Molecular Universe, and Avatar.
Employees: 250
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
38% more capital invested
Capital invested by funds: $40.8M [Q1] → $56.1M (+$15.3M) [Q2]
22% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 32
7% more funds holding
Funds holding: 104 [Q1] → 111 (+7) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
4.49% less ownership
Funds ownership: 24.42% [Q1] → 19.93% (-4.49%) [Q2]
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
17% less call options, than puts
Call options by funds: $405K | Put options by funds: $489K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Cantor Fitzgerald
Derek Soderberg
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$2
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Overweight
Reiterated
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24 Jun 2025 |
Financial journalist opinion